SEC 13F Intelligence

V Wealth Advisors LLC / MSFT

V Wealth Advisors LLC’s Microsoft Corp Position

Does V Wealth Advisors LLC own Microsoft Corp (MSFT)? Yes18.8K shares worth $6M (+4.76% of its 13F portfolio) as of Q3 2023, down from 72.1K shares the prior filed quarter.

Position Value
$6M
Q3 2023
Shares
18.8K
% of Portfolio
+4.76%
Quarters Held
20
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $5MQ2 ’19: $6MQ3 ’19: $6MQ3 ’19Q4 ’19: $6MQ1 ’20: $10MQ2 ’20: $15MQ2 ’20Q3 ’20: $5MQ4 ’20: $16MQ1 ’21: $16MQ1 ’21Q2 ’21: $19MQ3 ’21: $20MQ4 ’21: $24MQ4 ’21Q1 ’22: $22MQ2 ’22: $19MQ3 ’22: $17MQ3 ’22Q4 ’22: $17MQ1 ’23: $21MQ2 ’23: $25MQ2 ’23Q3 ’23: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202318.8K$6M+4.76%
Q2 202372.1K$25M+4.09%
Q1 202371.6K$21M+3.87%
Q4 202270.4K$17M+3.49%
Q3 202272.3K$17M+3.37%
Q2 202273.9K$19M+3.58%
Q1 202270.3K$22M+3.47%
Q4 202170.1K$24M+3.46%
Q3 202169.6K$20M+3.04%
Q2 202171.0K$19M+3.06%
Q1 202168.7K$16M+2.97%
Q4 202070.7K$16M+3.25%
Q3 202025.7K$5M+3.74%
Q2 202072.1K$15M+3.81%
Q1 202065.9K$10M+3.25%
Q4 201946.2K$6M+2.29%
Q3 201946.2K$6M+2.29%
Q2 201944.7K$6M+2.28%
Q1 201940.3K$5M+2.05%
Q4 201844.5K$5M+2.36%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See V Wealth Advisors LLC’s full portfolio or all institutional holders of MSFT.